J
JPMorgan Active Bond
JBND • NYSE
JPMorgan Active Bond is an exchange-traded fund on NYSE. As of Q3 2025, 207 institutional investors hold shares in this ETF, with total holdings valued at $2.9B. LPL Financial LLC is the largest holder with a position valued at $461.4M.
Overview
Overview of institutional ownership in JBND as of Q3 2025
All Institutions
- Institutions
- 207
- Value Held
- $2.9B
- Shares Held
- 53.7M
- Avg Position
- $14.0M
- Median Position
- $2.4M
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $1.5M
- Shares Held
- 28.4K
- Avg Position
- $513.5K
- Median Position
- $546.4K
Biggest Investors
Institutions with the largest positions in JBND as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $461.4M 0.14% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $226.5M 0.46% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $120.3M 0.14% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $107.7M 0.53% of portfolio |
 Diversified Portfolios, Inc. RIA/Wealth | $98.4M 8.69% of portfolio |
 BALDWIN BROTHERS INC/MA RIA/Wealth | $76.0M 4.95% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $72.7M 0.02% of portfolio |
 Summit Financial, LLC RIA/Wealth | $70.5M 1.08% of portfolio |
B Berger Financial Group, Inc RIA/Wealth | $69.6M 4.22% of portfolio |
 JPMORGAN CHASE & CO Institution | $65.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JBND in Q3 2025
- Net Flow
- +$450.6M
- Buyers
- 120
- Sellers
- 37
- Total Bought
- +$493.8M
- Total Sold
- −$43.2M
- Avg Position
- $14.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Private Advisor Group, LLC RIA/Wealth | +$80.4M +1.5M shares |
L LPL Financial LLC Institution | +$73.8M +1.4M shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$35.1M +648.5K shares |
JPMORGAN CHASE & CO Institution | +$34.4M +635.1K shares |
Cetera Investment Advisers RIA/Wealth | +$28.2M +521.5K shares |
 Essex LLC RIA/Wealth | +$21.0M +387.3K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$17.8M +327.9K shares |
 Spire Wealth Management RIA/Wealth | +$16.1M +297.2K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$13.7M +254.3K shares |
Diversified Portfolios, Inc. RIA/Wealth | +$10.4M +192.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$17.7M −326.0K shares |
J JANE STREET GROUP, LLC Institution | −$7.9M −146.5K shares |
 Sollinda Capital Management LLC RIA/Wealth | −$2.2M −41.8K shares |
 BEAM Asset Management, LLC RIA/Wealth | −$2.1M −39.8K shares |
 Fermata Advisors, LLC Hedge Fund•Sector | −$2.1M −39.0K shares |
V Vienna Asset Management LLC RIA/Wealth | −$1.9M −35.6K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$1.9M −35.2K shares |
 Cobblestone Asset Management LLC RIA/Wealth | −$1.4M −26.0K shares |
−$1.4M −25.8K shares | |
 INTL FCSTONE INC. Institution | −$1.4M −25.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JBND in Q3 2025
- New Positions
- 45
- New Value
- $514.3M
- Exited Positions
- 8
- Exited Value
- $6.7M
New Positions
| Institution | Position Value |
|---|---|
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $226.5M 4.2M shares |
AMERIPRISE FINANCIAL INC Institution | $72.7M 1.3M shares |
Summit Financial, LLC RIA/Wealth | $70.5M 1.3M shares |
 Bridgewater Advisors Inc. RIA/Wealth | $53.5M 987.4K shares |
 Wright Fund Managment, LLC Long Only Manager | $19.0M 351.7K shares |
 SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | $15.5M 285.3K shares |
 Sonoma Allocations LLC RIA/Wealth | $14.6M 267.0K shares |
 Dynasty Wealth Management, LLC Fund of Funds | $9.2M 170.5K shares |
 MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth | $6.4M 118.0K shares |
 Tandem Financial, LLC RIA/Wealth | $5.7M 104.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Sollinda Capital Management LLC RIA/Wealth | $2.2M 41.8K shares |
BEAM Asset Management, LLC RIA/Wealth | $2.1M 39.8K shares |
Vestmark Advisory Solutions, Inc. Fund of Funds | $1.9M 35.2K shares |
 Atomi Financial Group, Inc. RIA/Wealth | $293.0K 5.5K shares |
A AMERIFLEX GROUP, INC. Institution | $49.9K 932.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $27.0K 503.0 shares |
P Parkside Financial Bank & Trust Institution | $24.1K 450.0 shares |
 CoreCap Advisors, LLC RIA/Wealth | $5.5K 102.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JBND as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JBND as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Pinnacle Wealth Management, LLC RIA/Wealth | 11.19% $14.4M |
 LIFELONG WEALTH ADVISORS, INC. RIA/Wealth | 10.34% $34.5M |
Diversified Portfolios, Inc. RIA/Wealth | 8.69% $98.4M |
 IAG Wealth Partners, LLC RIA/Wealth | 7.68% $63.9M |
C CGC Financial Services, LLC RIA/Wealth | 6.62% $24.0M |
 Guided Capital Wealth Management, LLC RIA/Wealth | 6.20% $7.2M |
 LVZ Advisors, Inc. RIA/Wealth | 5.77% $50.2M |
Sonoma Allocations LLC RIA/Wealth | 5.30% $14.6M |
BALDWIN BROTHERS INC/MA RIA/Wealth | 4.95% $76.0M |
 Ruggaard & Associates LLC RIA/Wealth | 4.66% $12.5M |
Hedge Fund Spotlight
Discover hedge funds investing in JBND
Fermata Advisors, LLC
Hedge Fund • Sector
Portfolio ManagerNelson Moonhun Seo
- Portfolio Value
- $371.6M
- Positions
- 207
- Last Reported
- Q3 2025
Sector Allocation
J
Position in JPMorgan Active Bond
- Market Value
- $233.9K
- Shares Held
- 4.3K
- Portfolio Weight
- 0.06%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $13.6M | 3.67% | |
ETF ETF | $13.1M | 3.53% | |
ETF ETF | $12.7M | 3.43% |
